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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,206 | $176,120-30.6% | $159,487-23.4% | $167,553-27.1% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 14.96% | 331.95%-317.0pp | 263.71%-248.7pp | 478.89%-463.9pp |
| Employer contribution / active EE | $9,650 | $5,299+82.1% | $4,831+99.7% | $4,840+99.4% |
| Participant deferral / active EE | $7,011 | $7,752-9.6% | $7,354-4.7% | $6,343+10.5% |
| Admin fee / account holder | $757 | $12,561-94.0% | $10,804-93.0% | $12,316-93.9% |